Customer Letters Prompts

Services

To select the Services to print, click to check the appropriate Services listed.

Tip:  To quickly select or de-select all Services listed, click the Check All icon.

Companies

To select the Companies to print, click to check the appropriate Companies listed.

Tip:  To quickly select or de-select all Companies listed, click the Check All icon.

Finance Periods

To select the Finance Periods to print, click to check the appropriate Finance Periods listed.

Tip:  To quickly select or de-select all Finance Periods listed, click the Check All icon.

Rate Classes

To select the Rate Classes to print, click to check the appropriate Rate Classes listed.

Tip:  To quickly select or de-select all Rate Classes listed, click the Check All icon.

Status

To select the Statuses to print, click to check the appropriate Statuses listed.

Tip:  To quickly select or de-select all Statuses listed, click the Check All icon.

Category

To select the categories to print, click to check the appropriate categories listed.

Tip:  To quickly select or de-select all categories listed, click the Check All icon .

Credit Rating

To select the customer credit ratings to print, click to check the appropriate credit ratings listed.

Tip:  To quickly select or de-select all credit ratings listed, click the Check All icon.

Sort

To choose a sort option, click to select one of the following:

Sort Options:

• Last Name - Prints the letters in Last Name order.

• Zip Code - Prints the letters in customer Zip Code order.

• Customer ID - Prints the letters in Customer ID order.

Letter Ranges

Last Name From

To limit the letters to a range of customer Last Names, Zip Codes or Accounts, enter the appropriate beginning item in the range.

Tip:  To include all Last Names, Zip Codes or Accounts, leave blank.

Through

To limit the letters to a range of customer Last Names, Zip Codes or Accounts, enter the appropriate ending item in the range.

Tip:  To include all Last Names, Zip Codes or Accounts, leave blank.

Balance From

To limit the letters to a range of customer Balances, enter the appropriate beginning Balance in the range.

Tip:  To include all customer Balances, leave blank.

Through

To limit the letters to a range of customer Balances, enter the appropriate ending customer Balance in the range.

Tips:  To include all customer Balances, leave blank.

Service Date
From

To limit the letters to the customers with a Service date during a specified time period, enter the beginning customer Service Date. (mm/dd/ccyy)

Tip:  To include all customers, leave blank.

Through

To limit the letters to customers within a range of dates, enter the desired ending Service Date in the range. (mm\dd\ccyy)

Tip:  To include all dates, leave blank.

Message Code

To print an additional message on the letters, enter the message code. (up to 5 characters)

Tips:  

• To search for a Message Code, click Search or press [CTRL + f].

• To create a new Message Code, click Fast Access Maintenance or press [CTRL + o].

To begin printing, click Print, or press [ENTER].

Keyboard shortcut:  [ALT + p]

To print to the  window, click Print View .

Or to escape from the print routine, click Cancel .

Keyboard shortcut:  [ALT + c]

Server Process Status

Status

Displays information pertaining to the various phases of the reporting process to guide you.

Note:  The status displays Complete when the process is ended.  In addition, the Message window displays Time Started and Time Ended to alert you when the routine is complete.

To close the window when the report is complete, click Close .